23 Investment Strategies jobs in Cape Town

Overview

Assistant Vice President-Customer Service - Inbound Voice-Account & Portfolio Management

EXL, Cape Town, Western Cape, South Africa

Requirements

• Minimum 8 years’ work experience; preferably from BPO background
• Should have managed a large BPO Operations Teams for at least 3 years as an HOD

Seniority level

• Executive

Employment type

• Full-time

Job function

• Business Development and Sales

Industries

• Business Consulting and Services

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Description
Work hard, have fun, make history. That's what we do every day at Amazon. Global Real Estate and Facilities (GREF) in the Europe, Middle East, and Africa (EMEA) region manages an extensive corporate office portfolio encompassing approximately 10 million rentable square feet (RSF) spread over 43 countries, 86 cities, and 139 buildings. Currently, GREF's EMEA operations are organized into nine distinct areas to efficiently serve its diverse customer base, including various business teams, leaders, and vendors who utilize Amazon's corporate offices. Looking ahead to 2025, GREF plans to restructure its services to align more closely with major Amazon organizations such as AWS, Stores, Devices, and FGBS. This strategic realignment will consolidate the existing nine areas into five geographical regions or "Geos," mirroring the operational and reporting structures of Amazon's key business units.
Amazon's GREF team is seeking a Geo Strategist, a leader who will be expected to align real estate strategy to business needs in partnership with key GREF Stakeholders and maintain a customer centric approach. The role will partner with all Amazon teams and functions such as PP, PR, TRAD (Talent Research & Development), along with internal GREF teams, such as Global Business Partnering, Space and Occupancy planning, and Design and Construction, to support the implementation of workplace design, space, and strategic needs for the Geo in order to support business requirements. This role will support GEO 4: Sub-Saharan Africa, Israel, Mediterranean, which will oversee 7 countries, 9 cities, 13 buildings and 1.6MM RSF. This position requires the candidate to be based within this specific geo, facilitating direct and efficient support for GREF's operations in the region.
The optimal candidate is an experienced and engaging professional who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable and consultative- providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment.
This position is office-based; however, Amazon encourages open communication about unique needs for flexible arrangements.
Key job responsibilities
- Develop and lead the implementation of strategic initiatives to support business requirements
- Write documents and provide writing support in line with Amazon standards
- Supporting in person and remote meetings with internal GREF stakeholders and customers
- Collaborate with global business partnering and business leaders to understand their real estate and portfolio needs, ensuring these requirements are accurately captured and addressed
- Collaborate with a variety of stakeholders, including but not limited to, Amazon Financial Planning & Analysis (FP&A), Finance Leaders, and PXT to validate headcount data (i.e., forecasted demand)
- Maintain clear and consistent communication with business units, providing updates and addressing any concerns or questions related to real estate and portfolio matters
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines
- Cross functionally engage and coordinate with Regional Portfolio Strategist
Basic Qualifications
- Significant experience of program or project management
- Significant experience developing real estate strategies, working in space planning, occupancy planning, program management or customer experience
Preferred Qualifications
- Experience using data and metrics to determine and drive improvements
- Experience owning program strategy, end-to-end delivery, and communicating results to senior leadership
- Customer-experience focused; consistently exceeding expectations and prioritizing customer needs
- Exhibit excellence in reporting; capable of synthesizing complex information into clear, actionable insights
- Communicates effectively with stakeholders at all levels, providing regular updates and maintaining transparency
- While independent and self-driven, values collaboration, working effectively with cross-functional teams to achieve common goals
- Problem-solving mindset: actively seeking opportunities to identify and address areas for improvement
Amazon is an equal opportunities employer, and we value your passion to discover, invent, simplify and build. We welcome applications from all members of society irrespective of age, sex, disability, sexual orientation, race, religion or belief. Amazon is strongly committed to diversity within its community and especially welcomes applications from South African citizens who are members of designated groups who may contribute to Employment Equity within the workplace and the further diversification of ideas. In this regard, the relevant laws and principles associated with Employment Equity will be considered when appointing potential candidates. We are required by law to verify your ability to work lawfully in South Africa. Amazon requires that you submit a copy of either your identity document or your passport and any applicable work permit if you are a foreign national, along with an updated curriculum vitae.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.

This is an outstanding opportunity to join a market leader in an exciting and different role for a recently qualified CA(SA).

The role is placed within the Operations team and fulfils a key function of being a link between the tech, product, asset management and client relations teams.

The project manager role is a key role to support the COO and the delivery of projects across the business. The core aspect of the role entails managing and delivering projects which support the asset management and distribution entities in various local and international jurisdictions.

The role also includes oversight of the operational elements of the companies proprietary software as well as the management information that is provided to the business. Both of these oversight functions will require an in depth understanding of the companies solution set, as well as a good technical understanding of how the data and the system interacts with each other in the background.

This is a 6 month fixed term contract running from January 2026 June 2026. There is a possibility of this being extended.

Only shortlisted candidates will be contacted. If you have not heard back from us by mid October 2025, please consider your application unsuccessful.

This is an outstanding opportunity to join a market leader in an exciting and different role for a recently qualified CA(SA). The role is placed within the Operations team and fulfils a key function of being a link between the tech, product, asset management and client relations teams. The project manager role is a key role to support the COO and the delivery of projects across the business. The core aspect of the role entails managing and delivering projects which support the asset management and distribution entities in various local and international jurisdictions. The role also includes oversight of the operational elements of the companies proprietary software as well as the management information that is provided to the business. Both of these oversight functions will require an in depth understanding of the companies solution set, as well as a good technical understanding of how the data and the system interacts with each other in the background. This is a 6 month fixed term contract running from January 2026 June 2026. There is a possibility of this being extended. Only shortlisted candidates will be contacted. If you have not heard back from us by mid October 2025, please consider your application unsuccessful.

Credit Analyst (Prescient Investment Management)

The candidate will be part of the Credit team responsible for the Prescient Credit funds. To utilise PIM credit philosophy process by employing quantitative analysis in asset selection, pricing and managing of credit portfolio.

DUTIES & RESPONSIBILITIES

Key Objective

The key objective is the development of analytics tools and strategies, as well as the improvement and extension of PRIME for the Credit Funds.

Quantitative Analysis:

• Assist in defining the PRIME framework and incorporate current analytics tools and reporting.
  Develop processes and analytics tools to monitor model and portfolio performance and accuracy.
  Research and develop models and techniques.
• Document research, processes, and model validation.

Credit Research and Analysis:

• Apply established models to compute default probability scores. An analyst would be required to make an analytical argument on the change thereto over time, highlight downside risks for the foreseeable future, and rank & compare to industry peers.
• Use PIM sector-specific financial scorecards to analyse the creditworthiness of companies and their sub-factor drivers of the credit score, incorporating ESG analysis.
  
  
• Perform in-depth analysis and research to assess and monitor the creditworthiness of borrowers/issuers over the term of the exposure.
• Understand market dynamics (e.g., credit supply/demand) and company fundamentals influencing PIM’s credit investments.

Credit Management:

• Monitor the risk-adjusted return of the credit universe, build and oversee portfolio optimization models, and make recommendations to enhance credit portfolio performance.
• Engage in counterparty interactions as part of the role.
• Assess credit opportunities, including exposure to assets in Infrastructure Funds (monitoring and new opportunities).

Investment Analysis:

• Originate debt investments via new and existing borrowers, liaising with bond issuers, DCM teams, arrangers, and rating agencies.
• Provide input into the development of broader responsible investment policies, ESG methodologies, and impact strategies.

Credit Process Development and Advancement:

• Validate investment models and monitor portfolio performance and accuracy.
• Contribute to research and development of new models and techniques.
• Document research, processes, and model validation.
• Ensure the accuracy and currency of information used in the process.

Team Interaction:

The key objective is to work on a collaborative basis, ensuring that the team remains cohesive and successful. The analyst is expected to:

• Follow a collaborative approach aligned with the Prescient value system.
• Be proactive in generating new research and participating in debates.
• Suggest and implement process enhancements to improve/create efficiencies.
• Contribute positively and adopt a solutions-driven mindset.

REQUIRED QUALIFICATIONS AND EXPERIENCE

• University Post Graduate Degree (Science / Engineering / Finance) / Masters.
• CA (SA) with articles will be advantageous (Financial Services / Financial Engineering Group experience).
• CFA / Studying towards CFA; and/or Masters equivalent.
• Advanced Excel skills and model building.
• Prior experience in Private Debt, Hybrid Debt, Project Finance will be advantageous.

KEY COMPETENCIES

• Ability to generate ideas and think logically.
• Structured work style, attention to detail and accuracy is of the utmost importance.
• Aptitude in decision-making and problem-solving.
• Excellent interpersonal skills, excellent communication skills oral and written.
• Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment.
• Strong work ethic, self-motivated, driven and results oriented.
• Ability to listen and respond to new ideas, input and diverse perspectives.
• High levels of self-confidence, assertive as well as healthy levels of EQ.
• Must be able to manage workflow on longer-term research projects.
• Energetic problem-solver.
• Ability to demonstrate an advanced degree of technological competence.
• Passionate about investments.

WHY THIS ROLE?

This is your opportunity to be responsible for credit research & credit portfolio risk analysis. The role is well suited for an individual with strong technical skills, a qualified CA(SA) and/or currently completing CFA studies (or masters equivalent).

A great role with excellent growth potential and exposure to various asset classes.

Notice to Visitors ()

This website is not intended or permitted to be accessed or used by you if you are prohibited from doing so under the applicable laws and regulations of your country of residence and/or the country in which you are viewing this website.

The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.

By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:.

• you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein;
• by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website;
• and any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient.

Where exceptional expertise meets meticulous financial services #J-18808-Ljbffr

Credit Analyst (Prescient Investment Management) The candidate will be part of the Credit team responsible for the Prescient Credit funds. To utilise PIM credit philosophy process by employing quantitative analysis in asset selection, pricing and managing of credit portfolio. DUTIES & RESPONSIBILITIES Key Objective The key objective is the development of analytics tools and strategies, as well as the improvement and extension of PRIME for the Credit Funds. Quantitative Analysis: Assist in defining the PRIME framework and incorporate current analytics tools and reporting.Develop processes and analytics tools to monitor model and portfolio performance and accuracy.Research and develop models and techniques. Document research, processes, and model validation. Credit Research and Analysis: Apply established models to compute default probability scores. An analyst would be required to make an analytical argument on the change thereto over time, highlight downside risks for the foreseeable future, and rank & compare to industry peers. Use PIM sector-specific financial scorecards to analyse the creditworthiness of companies and their sub-factor drivers of the credit score, incorporating ESG analysis.Perform in-depth analysis and research to assess and monitor the creditworthiness of borrowers/issuers over the term of the exposure. Understand market dynamics (e.g., credit supply/demand) and company fundamentals influencing PIM’s credit investments. Credit Management: Monitor the risk-adjusted return of the credit universe, build and oversee portfolio optimization models, and make recommendations to enhance credit portfolio performance. Engage in counterparty interactions as part of the role. Assess credit opportunities, including exposure to assets in Infrastructure Funds (monitoring and new opportunities). Investment Analysis: Originate debt investments via new and existing borrowers, liaising with bond issuers, DCM teams, arrangers, and rating agencies. Provide input into the development of broader responsible investment policies, ESG methodologies, and impact strategies. Credit Process Development and Advancement: Validate investment models and monitor portfolio performance and accuracy. Contribute to research and development of new models and techniques. Document research, processes, and model validation. Ensure the accuracy and currency of information used in the process. Team Interaction: The key objective is to work on a collaborative basis, ensuring that the team remains cohesive and successful. The analyst is expected to: Follow a collaborative approach aligned with the Prescient value system. Be proactive in generating new research and participating in debates. Suggest and implement process enhancements to improve/create efficiencies. Contribute positively and adopt a solutions-driven mindset. REQUIRED QUALIFICATIONS AND EXPERIENCE University Post Graduate Degree (Science / Engineering / Finance) / Masters. CA (SA) with articles will be advantageous (Financial Services / Financial Engineering Group experience). CFA / Studying towards CFA; and/or Masters equivalent. Advanced Excel skills and model building. Prior experience in Private Debt, Hybrid Debt, Project Finance will be advantageous. KEY COMPETENCIES Ability to generate ideas and think logically. Structured work style, attention to detail and accuracy is of the utmost importance. Aptitude in decision-making and problem-solving. Excellent interpersonal skills, excellent communication skills oral and written. Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment. Strong work ethic, self-motivated, driven and results oriented. Ability to listen and respond to new ideas, input and diverse perspectives. High levels of self-confidence, assertive as well as healthy levels of EQ. Must be able to manage workflow on longer-term research projects. Energetic problem-solver. Ability to demonstrate an advanced degree of technological competence. Passionate about investments. WHY THIS ROLE? This is your opportunity to be responsible for credit research & credit portfolio risk analysis. The role is well suited for an individual with strong technical skills, a qualified CA(SA) and/or currently completing CFA studies (or masters equivalent). A great role with excellent growth potential and exposure to various asset classes. Notice to Visitors () This website is not intended or permitted to be accessed or used by you if you are prohibited from doing so under the applicable laws and regulations of your country of residence and/or the country in which you are viewing this website. The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation. By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:. you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein; by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website; and any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient. Where exceptional expertise meets meticulous financial services #J-18808-Ljbffr

An esteemed Financial Services company, renowned for its dedication to excellence, is seeking a dynamic and experienced Financial Manager to join its thriving team. The successful incumbent will be responsible for the financial management of the finance department. The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.

Responsibilities:

1. Review of reconciliations.
2. Review of monthly accounting processing.
3. Compiling management reports and analysis.
4. Cashflow and investments management and approving of payments and collections.
5. Assist with budgeting and forecasting.
6. Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis VAT and Income tax calculations and returns.
7. Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA).
8. Compilation of the annual financial statements in terms of IFRS.
9. Assist Regional Managers with financial information.
10. Liaising and assisting with internal and external auditors.
11. Resolving reconciling and long outstanding items on balance sheet reconciliations.
12. Systems, processes and internal control improvements.
13. Assist with ad hoc queries until resolution.

Requirements:

1. CA (SA) qualification.
2. 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous).
3. Strong technical skills, including sound IFRS knowledge.
4. MS Excel, MS Word, MS Outlook.
5. Experience in accounting packages such as Great Plains, SAP, Accpac advantageous.

Competencies:

1. Communication / presentation skills.
2. Interpersonal skills.
3. Achievement / results driven.
4. Team player.
5. Strong time management skills.
6. Numerical and analytical skills.
7. Deadline orientated.
8. Management skills.

#J-18808-Ljbffr

An esteemed Financial Services company, renowned for its dedication to excellence, is seeking a dynamic and experienced Financial Manager to join its thriving team. The successful incumbent will be responsible for the financial management of the finance department. The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.

Responsibilities:

1. Review of reconciliations.
2. Review of monthly accounting processing.
3. Compiling management reports and analysis.
4. Cashflow and investments management and approving of payments and collections.
5. Assist with budgeting and forecasting.
6. Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis VAT and Income tax calculations and returns.
7. Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA).
8. Compilation of the annual financial statements in terms of IFRS.
9. Assist Regional Managers with financial information.
10. Liaising and assisting with internal and external auditors.
11. Resolving reconciling and long outstanding items on balance sheet reconciliations.
12. Systems, processes and internal control improvements.
13. Assist with ad hoc queries until resolution.

Requirements:

1. CA (SA) qualification.
2. 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous).
3. Strong technical skills, including sound IFRS knowledge.
4. MS Excel, MS Word, MS Outlook.
5. Experience in accounting packages such as Great Plains, SAP, Accpac advantageous.

Competencies:

1. Communication / presentation skills.
2. Interpersonal skills.
3. Achievement / results driven.
4. Team player.
5. Strong time management skills.
6. Numerical and analytical skills.
7. Deadline orientated.
8. Management skills.

#J-18808-Ljbffr

Our client, a leading Asset Management Firm, is looking for a qualified Data Operations Analyst. As a Data Operations Analyst, you will:

1. Maintain relationships with Portfolio Managers, Dealers and Performance & Risk, Client Operations and Reporting teams. Understand their queries and the impact a data issue has on their function/process, manage their expectations, and consider changes to avoid a recurrence.
2. Have a key relationship with Investment Operations and assist in data queries which arise in that team.
3. Maintain relationship with Data team as well as assist in the oversight of that team.
4. Maintain relationship with other data providers (Benchmark Data Provider) and assist in oversight of that team, ensuring quality of benchmark data.
5. Create securities required for trading.
6. Maintain security static data.
7. Perform daily system and data reconciliations.
8. Review NAV reconciliations, investigate breaks and communicate to impacted business users of the data.
9. Assist with the implementation of new products and new instruments from a data operations perspective.
10. Continually review and update processes and procedures to reduce risk and improve efficiency.

Qualifications:

• BCom / BBus Sci or other similar degrees.

Experience:

• At least 3-5 years relevant industry and operational experience.
• Experience of liaising with individuals at all levels and across business.
• Bloomberg experience.
• Basic SQL experience.
• Strong excel knowledge.

Attributes:

• The ability to build and maintain meaningful relationships.
• The ability to ‘approach and own’ and continuously look for opportunities to develop.
• Ability to analyse, interpret and assimilate information.

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